News

  1. Casoro Capital’s leadership featured in Thomson Reuters Westlaw Journal

    As small-business lending continues to soar, Casoro Capital’s Principal, Monte Lee-Wen, and CEO, Yuen Yung, discuss when to take a loan and when to raise money online to maximize business returns.  Read Thomson Reuters Westlaw Journal

  2. How Millenials are Driving FinTech Innovation

    Historically, there are few industries which have been less inclusive to consumers than private equity and commercial real estate investing.  But now, companies like Casoro Capital and Upside Avenue have been attracting and retaining more customers through FinTech innovation.  Our Chief Strategy Officer, Joy Schoffler was recently featured in USA Today, The San Francisco Chronicle…

  3. Casoro Capital featured in Real Assets Adviser

    As the global population of high net worth investors continues to increase, investment club deals will also continue to proliferate and diversify. Casoro Capital’s Monte Lee-Wen and Joy Schoffler sat down with Real Assets Adviser about how investments in real assets through investment club deals are becoming more attractive because of expertise, relationships, and alignment of investor…

  4. Austin American Statesman – How Growing Up a Refugee Inspires Nalie Lee-Wen

    Nalie Lee-Wen was born in a world of conflict. The Vietnam War was ending. Her father, Cheng Yang, and many of the Hmong men in her village had helped the CIA navigate the terrain during the war, and they were left without protection. Her family wasn’t from Laos, where they had mostly lived. They weren’t…

  5. Upside Avenue REIT featured in New York Lifestyles Magazine

    With economic uncertainty abounding, Casoro Capital’s Chief Strategy Officer, Joy Schoffler, sat down with New York Lifestyles Magazine to share how multifamily REITs are helping investors hedge their bets. New York Lifestyles Magazine

  6. Multifamily named one of the REIT categories with the wind at their backs by U.S. News and World Report

    There was recently a great article in US News and World Report featuring our very our Yuen Yung of Casoro Capital sharing his views on the REIT market. US News and World Report: 8 REIT Categories with the Wind at their Backs

  7. Upside Avenue CEO featured in Apartment Management Magazine

    “No matter how bad the economy, people always need a place to live.”  Upside Avenue CEO, Yuen Yung, discusses with Apartment Management Magazine why recession-resistant, multifamily real estate has the best chance to weather a down market and a down-town. Apartment Management Magazine: April 2018

  8. Upside Avenue featured in FundFire Alternative Investment Article

    FF Alts Feature: Oaktree, Carlyle Lead New Round of Alts Funds for Advisors Article published on April 4, 2018 By Tom Stabile Oaktree Capital Management, Carlyle Group, Blackstone Group, and others have kept up the product development pace in a busy market for non-traded alts funds registered with the Securities and Exchange Commission. With big private equity players leading…

  9. Casoro Capital announces start of $50M real estate fund

    Casoro Capital has announced the launch of a private equity real estate fund today. Casoro is looking to raise $50M for Casoro Capital Real Estate Fund I, LP. This fund will focus on the Texas multifamily market, particularly in Dallas, Austin, San Antonio, and Houston. The fund targets high net worth, family offices, and institutions. Casoro…

  10. Dallas News – The Women at SXSW are not here to sip lavender drinks

    Anna Hanks, contributor to the Dallas News, shadowed Chief Strategy Officer Joy Schoffler for the day at SXSW as a part of an amazing article on the women at SXSW.

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